Setup Custom Fields for Accounts Master
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How to Configure and Enable Custom fields In Account master setup?
This tutorial explains how to create, enable, and use custom fields in the Account Master for capturing additional account-related information in Logic ERP.
Access to Custom Field Setup
Navigate to Setup Module and Setup Accounts
Open Setup Custom Fields in Account Master
Define Custom Field Properties
Specify a name to begin creating custom fields.
In Column Type, press Space Key and select:
Text
Numeric
Date
Boolean
User Defined
Set Required Field:
Yes → Mandatory field
No → Optional field
Set Visible Option:
Yes → Visible during account creation
No → Hidden from view
Set Default Values (For User Defined Fields)
Example Custom Fields:
Alternate Email
Account Creation Date
Business Type
If Column Type = User Defined:
Enter values in the Default Value column
These values will appear as a dropdown list
Click to Save.
Arrange Field Display Order
Use the Set Order option
Rearrange fields using Arrow Keys
Save the sequence.
Enable Custom Fields in New Account Window
Go to Setup → New Account
Press F5 to open Column Locks
Search Custom Fields
Tick to Unlock the option
Save the changes.
Create New Account with Custom Fields
Create a New Supplier or Customer Account.
Click on User Defined Columns.
Enter values in all required custom fields.
Complete remaining account details.
Save the changes.
View Custom Fields in Reports
Navigate to Financial Reports → Supplier/Customer Directory.
Open Configuration → Other Options.
Select required Custom Columns.
Generate the report.
Enable Columns in Report View
Open Setup Column Attributes.
Search for Custom Field Columns.
Tick to Enable.
Save and Refresh Report
Conclusion
Custom Fields in Logic ERP allow you to capture additional and business-specific account details efficiently. By properly configuring field types, visibility, default values, and report settings, you can fully customize your account master and enhance reporting accuracy. This feature ensures better data control, improved record management, and flexible business documentation.
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